Community Investments & Retirement Services

We have differentiated ourselves from the competition in numerous ways. By taking into account “worst-case scenarios” and having a more conservative approach to financial planning, we have been truly blessed to help hundreds of seniors in the Leominster area reach their retirement goals without changing their lifestyles. Our team of financial advisors, retirement income specialists, and wealth managers are experienced in helping clients preserve their retirement savings, so they can use it as a source of steady income once they have retired. 

Products & Services

Our Combined 70 Years of Experience Will Help You Ensure a Lifetime of Financial Stability

Meet the Team

Our Mission

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A COMMITMENT TO MAKING YOUR FINANCIAL

NEEDS OUR FIRST PRIORITY THROUGH

KNOWLEDGE, EXPERIENCE, SERVICE AND

HONESTY

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Why Choose Community Investments & Retirement Services as Your Retirement Financial Advisor?

  • Our staff has over 70 years of combined experience in financial services
  • We don't make a move until you're ready and the timing is right for you
  • We believe in educating our clients to help them achieve their financial goals
  • We provide special reports to help you navigate the complexities of retirement
  • We help ensure you do not outlast your savings

Affiliations